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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $54,380-61.4% | $68,509-69.3% | $59,633-64.8% |
| Participation rate | 65.2% | 70.2%-5.0pp | 74.7%-9.5pp | 68.7%-3.5pp |
| Annual return | -0.94% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $582 | $1,539-62.1% | $2,278-74.4% | $2,203-73.6% |
| Participant deferral / active EE | $3,413 | $2,643+29.1% | $3,382+0.9% | $3,192+6.9% |
| Admin fee / account holder | $324 | $3,885-91.7% | $5,275-93.9% | $4,297-92.5% |